Rockbridge Investment Management, Lcc Ark ETF Tr Innovation ETF (De) Transaction History

Rockbridge Investment Management, Lcc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$34.1 - $54.26 $3,819 - $6,077	112 New	112 $5.87 Million
Q3 2022 May 28, 2024	SELL	$37.43 - $52.19 $6,400 - $8,924	-171 Closed	0 $0
Q2 2022 May 28, 2024	BUY	$36.58 - $70.5 $731 - $1,410	20 Added 13.25%	171 $6,000
Q1 2022 May 28, 2024	BUY	$52.29 - $96.99 $7,895 - $14,645	151 New	151 $10,000
Q4 2021 Feb 14, 2022	SELL	$91.87 - $125.12 $91,961 - $125,245	-1,001 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$109.72 - $129.16 $109 - $129	1 Added 0.1%	1,001 $110,000
Q1 2021 May 20, 2021	BUY	$110.26 - $156.58 $110,260 - $156,580	1,000 New	1,000 $120,000

676

50.3M

16.1M

16.3M

Get notified when there are updates to the investment portfolio of Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.